Rajat Goyal
Panchkula
Summary
A highly motivated and ambitious individual, with ~5.5 years of experience in working with investment banking and private equity clients across US and UK in terms of employing effective research strategies in valuation of companies and mergers & acquisitions.
Overview
6
6
years of professional experience
Work History
Delivery Lead
Acuity Knowledge Partners
Gurgaon
09.2021 - Current
- Working closely with premier investment banking and private equity clients across US and UK and assisting bankers in executing various transactions
- Managing a 10-member team and responsible for end-to-end project management including understanding client requirements, project scoping, execution, quality checks and delivery while managing client communication throughout
- Designing in-depth company profiles / industry profiles including deep dive profiles, one-two pager profiles, strip profiles, and M&A case studies which includes rationale, synergies and details of transactions
- Working on relative valuation projects such as comparable company and precedent transaction analysis to calculate enterprise value and valuation multiples
- Identification of M&A opportunities for buyers and targets on the basis of products offered, business segments, and other financial metrics
- Working on ad-hoc projects such as competitive benchmarking, portfolio monitoring, broker data spread, share price and valuation multiples charting
Business Analyst
Evalueserve Private Limited
Gurgaon
11.2019 - 09.2021
- Worked on trading and precedent transaction comps to calculate detailed enterprise value and valuation multiples and prepared newsletters covering various industries alongwith maintaining databases up to date
- Created short/detailed company profiles, industry overviews, management bios, financial and operational benchmarking, annotated share price charts, valuation multiple charts, and broker spread along with other ad-hoc research projects
- Worked on multiple secondary research databases such as FactSet, Capital IQ, Factiva, Thomson One, Mergermarket, and Bloomberg
Senior Associate, Research & Analytics
WNS Global Services
Gurgaon
11.2017 - 11.2019
- Created strip / one-pager company profiles and industry analysis covering market size, segments, trends, competitor analysis, headwinds, and tailwinds
- Worked on relative valuation projects i.e., comparable company analysis and comparable transaction analysis
- Identified targets / buyers through screening for potential M&A and worked on other ad-hoc research projects
- Database exposure and used: Capital IQ, Thomson One, Factiva and Bloomberg
Education
PGPM - Finance
IBS
Gurgaon01.2018
B. Com - Commerce
DAV College
Chandigarh01.2016
Skills
- Secondary Research
- Report Writing
- Presentation
- Excel
- Financial Analysis
- Research Databases
- Problem Solving
- Team Management
- Client Engagement
Accomplishments
- Received 'Billability' award at Acuity Knowledge Partners for charging the most effective hours to a client in a quarter
- Received 'Go Getter' award at WNS for successful transition of new teams: Industrials and Leverage Finance
Timeline
Delivery Lead
Acuity Knowledge Partners
09.2021 - Current
Business Analyst
Evalueserve Private Limited
11.2019 - 09.2021
Senior Associate, Research & Analytics
WNS Global Services
11.2017 - 11.2019
PGPM - Finance
IBS
B. Com - Commerce
DAV College
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